LifePlan Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

LifePlan Investment Advisors’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$766K	Sell
2025 Q2	$727K	Sell
2025 Q1	$657K	Buy
2024 Q4	$593K	Buy
2024 Q3	$449K	Sell
2024 Q2	$476K	Sell
2024 Q1	$480K	Buy
2023 Q4	$433K	Buy
2023 Q3	$306K	Sell
2023 Q2	$356K	Buy